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Biotech / Medical : Biotech Stock Picking for Charity - 2004

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To: hopper who wrote (85)1/6/2004 9:55:06 PM
From: Biomaven  Read Replies (1) of 346
 
I haven't joined in the past because I don't really like the competitive aspect, but given it's for charity I've decided to take the plunge this time (albeit a little late).

Here are my selections:

SEPR ($20k) - my biggest holding in real life.

GENE ($16k) - A small company with an approved antibiotic in a big class. I'm hoping they can demonstrate that it's a viable drug and then partner with a pharma.

The remaining eight selections all get $8k each:

CTIC - Pixantrone play

KOSN - hope to see some early results from 17-AAG and dEpoB and the next generation epo move into the clinic.

MSHL - potential magic cancer compound in phenoxodiol

POZN - somewhat beaten down migraine play

TELK - Telcyta for ovarian cancer

INCY - Good-looking HIV drug

MYGN - Play on flurbiprofen isomer as an AD preventative/treatment

COR - Needed something else speculative to make the allocations come out even. <g>

I'll make a portfolio as soon as I get a chance. Pledge is $150.

Charity is Medical Education for South African Blacks:

mesab.org

Peter
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